Geneos Wealth Management Inc. Vanguard Mid Cap ETF Transaction History

Geneos Wealth Management Inc.

  • $2.17 Billion
  • Q1 2024

A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,518 shares of VO stock, worth $609,607. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,518
Previous 2,995 15.93%
Holding current value
$609,607
Previous $696,000 9.63%
% of portfolio
0.03%
Previous 0.03%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$225.86 - $249.86 $107,735 - $119,183
-477 Reduced 15.93%
2,518 $629,000
Q4 2023

Jan 26, 2024
SELL
$195.66 - $233.95 $27,001 - $32,285
-138 Reduced 4.4%
2,995 $696,000
Q3 2023

Oct 11, 2023
SELL
$206.6 - $228.23 $5,784 - $6,390
-28 Reduced 0.89%
3,133 $652,000
Q2 2023

Aug 08, 2023
SELL
$203.43 - $220.16 $15,664 - $16,952
-77 Reduced 2.38%
3,161 $695,000
Q1 2023

Apr 25, 2023
BUY
$200.2 - $225.98 $20,820 - $23,501
104 Added 3.32%
3,238 $682,000
Q4 2022

Jan 30, 2023
BUY
$199.06 - $217.26 $18,711 - $20,422
94 Added 3.09%
3,134 $638,000
Q3 2022

Nov 14, 2022
SELL
N/A
-485 Reduced 13.76%
3,040 $571,000
Q2 2022

Jul 22, 2022
SELL
N/A
-54 Reduced 1.51%
3,525 $0
Q1 2022

May 16, 2022
SELL
N/A
-44,992 Reduced 92.63%
3,579 $851,000
Q4 2021

Feb 09, 2022
BUY
N/A
44,669 Added 1144.77%
48,571 $12.4 Million
Q3 2021

Nov 09, 2021
BUY
N/A
111 Added 2.93%
3,902 $935,000
Q2 2021

Jul 08, 2021
SELL
N/A
-55,272 Reduced 93.58%
3,791 $906,000
Q1 2021

Jun 17, 2021
BUY
N/A
27,250 Added 85.66%
59,063 $13.7 Million
Q4 2020

May 19, 2021
BUY
N/A
28,116 Added 760.51%
31,813 $957,000
Q3 2020

Sep 07, 2021
SELL
N/A
-9,958 Reduced 72.93%
3,697 $639,000
Q2 2020

Sep 07, 2021
SELL
N/A
-11,919 Reduced 46.61%
13,655 $2.09 Million
Q1 2020

Sep 07, 2021
SELL
N/A
-188 Reduced 0.73%
25,574 $3.4 Million
Q4 2019

Sep 07, 2021
SELL
N/A
-674 Reduced 2.55%
25,762 $4.59 Million
Q3 2019

Sep 07, 2021
BUY
N/A
274 Added 1.05%
26,436 $4.41 Million
Q2 2019

Sep 07, 2021
SELL
N/A
-338 Reduced 1.28%
26,162 $4.37 Million
Q1 2019

Sep 07, 2021
BUY
N/A
2,200 Added 9.05%
26,500 $4.26 Million
Q4 2018

Sep 07, 2021
BUY
N/A
3,095 Added 14.6%
24,300 $3.33 Million
Q3 2018

Sep 07, 2021
BUY
N/A
2,145 Added 11.25%
21,205 $3.48 Million
Q2 2018

Sep 07, 2021
BUY
N/A
16,221 Added 571.36%
19,060 $3.04 Million
Q1 2018

Sep 07, 2021
SELL
N/A
-197 Reduced 6.49%
2,839 $437,000
Q4 2017

Sep 07, 2021
BUY
N/A
178 Added 6.23%
3,036 $469,000
Q3 2017

Sep 07, 2021
SELL
N/A
-208 Reduced 6.78%
2,858 $420,000
Q2 2017

Sep 07, 2021
BUY
N/A
79 Added 2.64%
3,066 $437,000
Q1 2017

Sep 07, 2021
SELL
N/A
-155 Reduced 4.93%
2,987 $416,000
Q4 2016

Sep 07, 2021
BUY
N/A
621 Added 24.63%
3,142 $413,000
Q3 2016

Sep 07, 2021
SELL
N/A
-50 Reduced 1.94%
2,521 $326,000
Q2 2016

Sep 07, 2021
BUY
N/A
235 Added 10.06%
2,571 $318,000
Q1 2016

Sep 07, 2021
BUY
N/A
2,336
2,336 $284,000

Others Institutions Holding VO

# of Institutions
1,958
Shares Held
167M
Call Options Held
224K
Put Options Held
206K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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